GMED — GLOBUS MED INC
Reported value held$4.69B
Funds holding (latest)53
SectorHealth Care
Funds holding (Q2 2026)40
Institutional value$2.86B · 36.98M sh
New / Add / Cut / Exit3 / 22 / 11 / 4
Top-5 / Top-10 concentration60.7% / 78.0%
Institutional holdings change
Reducing -12.1%
(-5.09M sh)
Institutional value change
Down -19.9%
As of Q2 2026, 40 SEC-registered investment managers reported holding GMED (GLOBUS MED INC) in their latest 13F filings, with a combined reported value of $2.86B across 36.98M shares. That is -12.1% by share count (-5.09M shares) versus the previous quarter, while reported value moved -19.9%. Ownership is concentrated: the five largest holders account for 60.7% of reported value and the top ten for 78.0%.
Compared with the prior quarter, 3 opened new positions, 22 added to existing stakes, 11 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
GMED is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.81M | $853.84M | 0.01% | Add |
| Invesco Ltd history | 4.31M | $340.52M | 0.03% | Hold |
| JPMorgan Chase & Co history | 2.74M | $230.76M | 0.03% | New |
| Geode Capital Management history | 2.15M | $170.15M | 0.01% | Add |
| Goldman Sachs Group history | 1.78M | $140.76M | 0.04% | Add |
| Arrowstreet Capital history | 1.72M | $135.63M | 0.06% | Add |
| Charles Schwab Investment Management history | 1.25M | $98.47M | 0.01% | Hold |
| Norges Bank Investment Management history | 1.13M | $89.05M | 0.01% | Add |
| Morgan Stanley history | 1.09M | $86.50M | 0.01% | Add |
| Manulife Financial history | 1.07M | $84.74M | 0.07% | Reduce |
| Wells Fargo & Co history | 996.62K | $78.74M | 0.01% | Add |
| Northern Trust Corp history | 880.63K | $69.58M | 0.01% | Add |
| UBS Group AG history | 834.19K | $65.91M | 0.03% | Add |
| BNY Mellon history | 775.33K | $61.26M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 768.05K | $60.68M | 0.00% | Add |
| Bank of America Corp history | 737.11K | $58.24M | 0.00% | Add |
| Capital World Investors history | 590.61K | $46.66M | 0.01% | Add |
| Legal & General Investment Management America history | 501.83K | $39.66M | 0.01% | Add |
| Bridgewater Associates history | 351.97K | $27.81M | 0.11% | Add |
| Principal Global Investors history | 257.26K | $20.33M | 0.01% | Add |
| Renaissance Technologies history | 196.92K | $15.56M | 0.02% | New |
| Marshall Wace history | 188.54K | $14.90M | 0.01% | Reduce |
| MFS Investment Management history | 177.60K | $14.03M | 0.00% | Reduce |
| Lazard Asset Management history | 103.16K | $8.15M | 0.01% | Reduce |
| Franklin Resources history | 101.00K | $7.98M | 0.00% | Add |
| Fidelity International (FIL) history | 87.66K | $6.93M | 0.01% | Hold |
| Amundi US history | 66.38K | $5.24M | 0.00% | Reduce |
| PSP Investments history | 58.89K | $4.65M | 0.01% | New |
| Prudential Financial history | 54.26K | $4.29M | 0.01% | Reduce |
| CPP Investments history | 40.80K | $3.22M | 0.00% | Add |
| AQR Capital Management history | 36.53K | $2.85M | 0.00% | Reduce |
| Wellington Management Group history | 35.07K | $2.77M | 0.00% | Add |
| Citigroup Inc history | 32.70K | $2.58M | 0.00% | Add |
| Deutsche Bank AG history | 32.19K | $2.54M | 0.00% | Reduce |
| Millennium Management history | 28.84K | $2.28M | 0.00% | Reduce |
| PNC Financial Services history | 15.47K | $1.22M | 0.00% | Add |
| Citadel Advisors history | 9.10K | $718.99K | 0.00% | Reduce |
| D. E. Shaw & Co history | 8.30K | $655.78K | 0.00% | Reduce |
| Ruane Cunniff & Goldfarb (Sequoia) history | 6.01K | $474.69K | 0.01% | Hold |
| T. Rowe Price Associates history | 951.96K | $75.22K | 0.01% | Add |
Q1 2026 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.50M | $904.46M | 0.02% | Add |
| Janus Henderson Group history | 7.62M | $656.83M | 0.33% | Add |
| Invesco Ltd history | 4.32M | $371.92M | 0.06% | Add |
| Geode Capital Management history | 2.11M | $182.02M | 0.01% | Add |
| Citadel Advisors history | 2.03M | $174.83M | 0.03% | Reduce |
| Millennium Management history | 1.64M | $141.59M | 0.06% | Add |
| Charles Schwab Investment Management history | 1.24M | $107.15M | 0.02% | Add |
| Manulife Financial history | 1.13M | $97.56M | 0.09% | Add |
| Goldman Sachs Group history | 1.13M | $97.55M | 0.01% | Add |
| Morgan Stanley history | 1.06M | $91.37M | 0.01% | Add |
| Arrowstreet Capital history | 912.90K | $78.66M | 0.04% | Add |
| Northern Trust Corp history | 862.73K | $74.33M | 0.01% | Add |
| AQR Capital Management history | 846.78K | $72.06M | 0.03% | Add |
| BNY Mellon history | 742.55K | $63.98M | 0.01% | Reduce |
| Bank of America Corp history | 697.57K | $60.10M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 600.46K | $51.74M | 0.00% | Add |
| Capital World Investors history | 574.50K | $49.50M | 0.01% | Hold |
| Marshall Wace history | 562.63K | $48.48M | 0.05% | Reduce |
| UBS Group AG history | 543.11K | $46.79M | 0.01% | Reduce |
| Legal & General Investment Management America history | 351.38K | $30.28M | 0.01% | Add |
| Bridgewater Associates history | 330.46K | $28.47M | 0.13% | Add |
| Wells Fargo & Co history | 327.99K | $28.26M | 0.01% | Add |
| Principal Global Investors history | 248.69K | $21.43M | 0.01% | Add |
| MFS Investment Management history | 233.75K | $20.14M | 0.01% | Reduce |
| Prudential Financial history | 200.78K | $17.30M | 0.02% | Add |
| Lazard Asset Management history | 113.48K | $9.78M | 0.02% | Add |
| Fidelity International (FIL) history | 87.66K | $7.55M | 0.01% | Hold |
| Amundi US history | 74.52K | $6.42M | 0.00% | Add |
| Franklin Resources history | 68.66K | $5.92M | 0.00% | Add |
| Balyasny Asset Management history | 63.49K | $5.47M | 0.01% | New |
| Deutsche Bank AG history | 63.09K | $5.44M | 0.00% | Add |
| CPP Investments history | 36.70K | $3.16M | 0.00% | Reduce |
| Citigroup Inc history | 30.57K | $2.63M | 0.00% | Reduce |
| Wellington Management Group history | 30.21K | $2.60M | 0.00% | Add |
| D. E. Shaw & Co history | 28.36K | $2.44M | 0.00% | Reduce |
| Maverick Capital history | 15.66K | $1.35M | 0.02% | New |
| PNC Financial Services history | 13.13K | $1.13M | 0.00% | Add |
| Ruane Cunniff & Goldfarb (Sequoia) history | 6.01K | $517.65K | 0.01% | New |
| Farallon Capital Management history | 4.00K | $344.64K | 0.00% | Hold |
| T. Rowe Price Associates history | 600.16K | $51.71K | 0.01% | Reduce |
Q4 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 10.55M | $921.07M | 0.01% | Reduce |
| BlackRock Inc history | 10.28M | $897.90M | 0.02% | Reduce |
| Janus Henderson Group history | 7.29M | $636.92M | 0.28% | Reduce |
| Invesco Ltd history | 3.89M | $339.32M | 0.05% | Add |
| JPMorgan Chase & Co history | 3.10M | $270.55M | 0.04% | Add |
| Citadel Advisors history | 2.63M | $229.36M | 0.04% | Add |
| Geode Capital Management history | 2.06M | $179.61M | 0.01% | Hold |
| Charles Schwab Investment Management history | 1.19M | $103.95M | 0.02% | Reduce |
| Manulife Financial history | 1.10M | $96.20M | 0.08% | Reduce |
| Norges Bank Investment Management history | 1.03M | $89.92M | 0.01% | Reduce |
| Marshall Wace history | 975.90K | $85.21M | 0.08% | Reduce |
| Morgan Stanley history | 924.38K | $80.71M | 0.01% | Add |
| Northern Trust Corp history | 843.12K | $73.61M | 0.01% | Reduce |
| Bank of America Corp history | 758.63K | $66.24M | 0.01% | Add |
| BNY Mellon history | 753.23K | $65.76M | 0.01% | Reduce |
| Goldman Sachs Group history | 734.60K | $64.14M | 0.01% | Reduce |
| UBS Group AG history | 661.87K | $57.79M | 0.01% | Reduce |
| Capital World Investors history | 574.50K | $50.16M | 0.01% | Hold |
| Millennium Management history | 494.32K | $43.16M | 0.02% | Add |
| Arrowstreet Capital history | 441.03K | $38.51M | 0.02% | Add |
| Legal & General Investment Management America history | 330.89K | $28.89M | 0.01% | Reduce |
| Wells Fargo & Co history | 289.84K | $25.31M | 0.01% | Add |
| Bridgewater Associates history | 284.25K | $24.82M | 0.09% | Reduce |
| MFS Investment Management history | 261.40K | $22.82M | 0.01% | Reduce |
| Principal Global Investors history | 239.59K | $20.92M | 0.01% | Reduce |
| AQR Capital Management history | 118.09K | $10.31M | 0.01% | Add |
| Lazard Asset Management history | 108.15K | $9.44M | 0.02% | Add |
| D. E. Shaw & Co history | 88.21K | $7.70M | 0.01% | Reduce |
| Fidelity International (FIL) history | 87.66K | $7.65M | 0.01% | Add |
| Amundi US history | 66.39K | $5.80M | 0.00% | New |
| Deutsche Bank AG history | 62.76K | $5.48M | 0.00% | Reduce |
| Franklin Resources history | 59.45K | $5.19M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 49.16K | $4.29M | 0.00% | Add |
| CPP Investments history | 45.30K | $3.96M | 0.00% | Reduce |
| Citigroup Inc history | 39.66K | $3.46M | 0.00% | Reduce |
| Prudential Financial history | 17.09K | $1.49M | 0.00% | Add |
| Wellington Management Group history | 16.68K | $1.46M | 0.00% | Reduce |
| PNC Financial Services history | 11.68K | $1.02M | 0.00% | Add |
| Farallon Capital Management history | 4.00K | $349.24K | 0.00% | Hold |
| T. Rowe Price Associates history | 695.96K | $60.77K | 0.01% | Reduce |
Q3 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 10.61M | $607.39M | 0.01% | Reduce |
| BlackRock Inc history | 10.53M | $603.24M | 0.01% | Reduce |
| Janus Henderson Group history | 7.55M | $432.54M | 0.20% | Reduce |
| Geode Capital Management history | 2.06M | $118.17M | 0.01% | Add |
| Marshall Wace history | 1.71M | $98.04M | 0.10% | Add |
| Manulife Financial history | 1.29M | $73.77M | 0.06% | Reduce |
| Charles Schwab Investment Management history | 1.20M | $68.94M | 0.01% | Add |
| Wellington Management Group history | 865.56K | $49.57M | 0.01% | Reduce |
| Northern Trust Corp history | 861.69K | $49.35M | 0.01% | Reduce |
| Morgan Stanley history | 841.00K | $48.16M | 0.00% | Reduce |
| Goldman Sachs Group history | 767.56K | $43.96M | 0.01% | Add |
| BNY Mellon history | 757.53K | $43.38M | 0.01% | Reduce |
| Bank of America Corp history | 709.63K | $40.64M | 0.00% | Add |
| UBS Group AG history | 695.36K | $39.82M | 0.01% | Add |
| MFS Investment Management history | 681.90K | $39.05M | 0.01% | Reduce |
| Capital World Investors history | 574.50K | $32.90M | 0.01% | Hold |
| Bridgewater Associates history | 461.09K | $26.41M | 0.10% | Add |
| Legal & General Investment Management America history | 363.89K | $20.84M | 0.01% | Hold |
| Millennium Management history | 357.76K | $20.49M | 0.01% | Add |
| Invesco Ltd history | 291.07K | $16.67M | 0.00% | Reduce |
| Wells Fargo & Co history | 264.98K | $15.18M | 0.00% | Add |
| Principal Global Investors history | 250.25K | $14.33M | 0.01% | Reduce |
| Renaissance Technologies history | 243.92K | $13.97M | 0.02% | Add |
| Arrowstreet Capital history | 215.35K | $12.33M | 0.01% | Add |
| D. E. Shaw & Co history | 206.17K | $11.81M | 0.01% | New |
| Citadel Advisors history | 194.59K | $11.14M | 0.00% | Add |
| Lazard Asset Management history | 103.39K | $5.92M | 0.01% | Add |
| Citigroup Inc history | 79.67K | $4.56M | 0.00% | Add |
| Fidelity International (FIL) history | 78.02K | $4.47M | 0.00% | Reduce |
| AQR Capital Management history | 75.51K | $4.24M | 0.00% | Reduce |
| Deutsche Bank AG history | 67.22K | $3.85M | 0.00% | Add |
| CPP Investments history | 59.30K | $3.40M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 48.17K | $2.76M | 0.00% | Reduce |
| Moore Capital Management history | 17.09K | $978.57K | 0.01% | New |
| Prudential Financial history | 11.82K | $676.99K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 11.30K | $647.15K | 0.00% | Hold |
| PNC Financial Services history | 8.91K | $510.16K | 0.00% | Reduce |
| Franklin Resources history | 5.25K | $300.55K | 0.00% | New |
| Farallon Capital Management history | 4.00K | $229.08K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.09M | $62.52K | 0.01% | Add |
Q2 2025 — 50 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.76M | $635.26M | 0.01% | Hold |
| BlackRock Inc history | 10.76M | $635.26M | 0.01% | Hold |
| Vanguard Group history | 10.71M | $632.04M | 0.01% | Reduce |
| Janus Henderson Group history | 8.21M | $484.37M | 0.24% | Add |
| Geode Capital Management history | 1.99M | $117.67M | 0.01% | Reduce |
| Wellington Management Group history | 1.97M | $116.19M | 0.02% | Add |
| Marshall Wace history | 1.58M | $93.28M | 0.10% | Add |
| Manulife Financial history | 1.47M | $86.68M | 0.08% | Add |
| Charles Schwab Investment Management history | 1.18M | $69.58M | 0.01% | Reduce |
| Norges Bank Investment Management history | 1.15M | $68.04M | 0.01% | Reduce |
| Norges Bank Investment Management history | 1.15M | $68.04M | 0.01% | Reduce |
| BNY Mellon history | 1.14M | $67.14M | 0.01% | Reduce |
| Invesco Ltd history | 921.55K | $54.39M | 0.01% | Reduce |
| Morgan Stanley history | 871.61K | $51.44M | 0.00% | Add |
| Morgan Stanley history | 871.61K | $51.44M | 0.00% | Add |
| Northern Trust Corp history | 869.45K | $51.32M | 0.01% | Reduce |
| MFS Investment Management history | 847.08K | $49.99M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 760.38K | $44.88M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 760.38K | $44.88M | 0.00% | Add |
| Goldman Sachs Group history | 697.01K | $41.14M | 0.01% | Add |
| Goldman Sachs Group history | 697.01K | $41.14M | 0.01% | Add |
| Bank of America Corp history | 645.37K | $38.09M | 0.00% | Reduce |
| Capital World Investors history | 574.50K | $33.91M | 0.01% | Hold |
| UBS Group AG history | 487.64K | $28.78M | 0.01% | Reduce |
| Bridgewater Associates history | 436.64K | $25.77M | 0.10% | Add |
| Bridgewater Associates history | 436.64K | $25.77M | 0.10% | Add |
| Legal & General Investment Management America history | 364.57K | $21.52M | 0.01% | Add |
| Principal Global Investors history | 256.07K | $15.11M | 0.01% | Reduce |
| Wells Fargo & Co history | 254.56K | $15.02M | 0.00% | Reduce |
| Farallon Capital Management history | 210.00K | $12.39M | 0.05% | Add |
| Fidelity International (FIL) history | 125.76K | $7.42M | 0.01% | Hold |
| Fidelity International (FIL) history | 125.76K | $7.42M | 0.01% | Hold |
| AQR Capital Management history | 112.00K | $6.59M | 0.01% | Add |
| Renaissance Technologies history | 105.42K | $6.22M | 0.01% | Reduce |
| Renaissance Technologies history | 105.42K | $6.22M | 0.01% | Reduce |
| Arrowstreet Capital history | 103.47K | $6.11M | 0.00% | Add |
| CPP Investments history | 83.10K | $4.90M | 0.00% | Reduce |
| CPP Investments history | 83.10K | $4.90M | 0.00% | Reduce |
| Citadel Advisors history | 82.30K | $4.86M | 0.00% | Reduce |
| Citadel Advisors history | 82.30K | $4.86M | 0.00% | Reduce |
| Citigroup Inc history | 70.44K | $4.16M | 0.00% | Add |
| Deutsche Bank AG history | 66.60K | $3.93M | 0.00% | Add |
| Deutsche Bank AG history | 66.60K | $3.93M | 0.00% | Add |
| Millennium Management history | 34.23K | $2.02M | 0.00% | Add |
| Prudential Financial history | 25.21K | $1.49M | 0.00% | Add |
| JPMorgan Chase & Co history | 11.30K | $666.93K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 11.30K | $666.93K | 0.00% | Reduce |
| PNC Financial Services history | 9.24K | $545.40K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.07M | $63.43K | 0.01% | Reduce |
| Lazard Asset Management history | 39.78K | $2.35K | 0.00% | Add |
Q1 2025 — 54 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 10.91M | $798.54M | 0.01% | Hold |
| BlackRock Inc history | 10.72M | $784.99M | 0.02% | Add |
| BlackRock Inc history | 10.72M | $784.99M | 0.02% | Add |
| Janus Henderson Group history | 7.01M | $508.29M | 0.28% | Add |
| JPMorgan Chase & Co history | 2.63M | $192.40M | 0.03% | Reduce |
| JPMorgan Chase & Co history | 2.63M | $192.40M | 0.03% | Reduce |
| Geode Capital Management history | 2.03M | $148.81M | 0.01% | Add |
| Invesco Ltd history | 2.02M | $147.95M | 0.03% | Add |
| Wellington Management Group history | 1.88M | $137.79M | 0.03% | Reduce |
| Charles Schwab Investment Management history | 1.19M | $86.97M | 0.02% | Reduce |
| BNY Mellon history | 1.16M | $85.19M | 0.02% | Reduce |
| Manulife Financial history | 1.10M | $80.38M | 0.08% | Add |
| UBS Group AG history | 1.01M | $73.80M | 0.01% | Add |
| Northern Trust Corp history | 928.94K | $68.00M | 0.01% | Add |
| Marshall Wace history | 833.15K | $60.99M | 0.08% | Reduce |
| Bank of America Corp history | 698.97K | $51.16M | 0.00% | Add |
| Morgan Stanley history | 683.10K | $50.00M | 0.00% | Reduce |
| Morgan Stanley history | 683.10K | $50.00M | 0.00% | Reduce |
| Goldman Sachs Group history | 669.35K | $49.00M | 0.01% | Reduce |
| Goldman Sachs Group history | 669.35K | $49.00M | 0.01% | Reduce |
| MFS Investment Management history | 605.77K | $44.34M | 0.01% | Add |
| Capital World Investors history | 574.50K | $42.05M | 0.01% | Hold |
| Citadel Advisors history | 408.35K | $29.89M | 0.01% | Reduce |
| Citadel Advisors history | 408.35K | $29.89M | 0.01% | Reduce |
| Legal & General Investment Management America history | 312.51K | $22.88M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 274.02K | $20.06M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 274.02K | $20.06M | 0.00% | Reduce |
| Wells Fargo & Co history | 270.11K | $19.77M | 0.01% | Add |
| Principal Global Investors history | 261.59K | $19.15M | 0.01% | Hold |
| Renaissance Technologies history | 176.92K | $12.95M | 0.02% | New |
| Renaissance Technologies history | 176.92K | $12.95M | 0.02% | New |
| Bridgewater Associates history | 133.11K | $9.74M | 0.04% | New |
| Bridgewater Associates history | 133.11K | $9.74M | 0.04% | New |
| Fidelity International (FIL) history | 125.76K | $9.21M | 0.01% | Reduce |
| Fidelity International (FIL) history | 125.76K | $9.21M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 108.60K | $7.95M | 0.02% | New |
| CPP Investments history | 87.50K | $6.41M | 0.01% | Add |
| CPP Investments history | 87.50K | $6.41M | 0.01% | Add |
| Farallon Capital Management history | 83.00K | $6.08M | 0.03% | Add |
| Arrowstreet Capital history | 77.04K | $5.64M | 0.01% | New |
| Deutsche Bank AG history | 65.42K | $4.79M | 0.00% | Add |
| Deutsche Bank AG history | 65.42K | $4.79M | 0.00% | Add |
| Citigroup Inc history | 60.50K | $4.43M | 0.00% | Add |
| Amundi US history | 25.71K | $1.85M | 0.00% | Add |
| Prudential Financial history | 24.80K | $1.82M | 0.00% | Add |
| Franklin Resources history | 22.30K | $1.63M | 0.00% | Reduce |
| AQR Capital Management history | 22.51K | $1.62M | 0.00% | Add |
| Two Sigma Investments history | 16.84K | $1.23M | 0.00% | Reduce |
| Two Sigma Investments history | 16.84K | $1.23M | 0.00% | Reduce |
| Millennium Management history | 13.65K | $998.96K | 0.00% | Reduce |
| PNC Financial Services history | 9.42K | $689.62K | 0.00% | Add |
| Balyasny Asset Management history | 4.97K | $363.73K | 0.00% | New |
| T. Rowe Price Associates history | 1.15M | $84.06K | 0.01% | Add |
| Lazard Asset Management history | 23 | $1 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.74M sh · $230.76M
- Renaissance Technologies 196.92K sh · $15.56M
- PSP Investments 58.89K sh · $4.65M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 7.62M sh · $656.83M
- Balyasny Asset Management sold 63.49K sh · $5.47M
- Maverick Capital sold 15.66K sh · $1.35M
- Farallon Capital Management sold 4.00K sh · $344.64K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 10.81M | 10.50M | 10.28M | 10.53M | 10.76M | 10.72M | 10.64M | 10.27M | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 4.31M | 4.32M | 3.89M | 291.07K | 921.55K | 2.02M | 468.00K | 276.28K | 217.14K | 245.22K | 278.57K | 313.34K | 191.30K | 205.91K | 1.88M | 1.76M | 1.89M | 1.28M | 1.51M | 1.24M |
| JPMorgan Chase & Co | 2.74M | — | 3.10M | 11.30K | 11.30K | 2.63M | 2.80M | 2.60M | 2.64M | 2.11M | 2.01M | 2.13M | 1.90M | 1.70M | 1.34M | 1.34M | 252.92K | 209.81K | 224.45K | 191.23K |
| Geode Capital Management | 2.15M | 2.11M | 2.06M | 2.06M | 1.99M | 2.03M | 1.90M | 1.89M | 1.86M | 1.89M | 1.95M | 1.88M | 1.30M | 1.21M | 1.20M | 1.19M | 1.19M | 1.22M | 1.15M | 1.11M |
| Goldman Sachs Group | 1.78M | 1.13M | 734.60K | 767.56K | 697.01K | 669.35K | 723.47K | 452.99K | 420.53K | 166.82K | 242.90K | 165.83K | 128.56K | 425.58K | 171.93K | 188.46K | 203.22K | 198.24K | 153.46K | 257.40K |
| Arrowstreet Capital | 1.72M | 912.90K | 441.03K | 215.35K | 103.47K | 77.04K | — | — | — | — | — | 258.82K | 182.77K | 169.96K | 7.43K | 48.33K | 8.97K | 30.74K | 146.09K | 253.19K |
| Charles Schwab Investment Management | 1.25M | 1.24M | 1.19M | 1.20M | 1.18M | 1.19M | 1.22M | 1.24M | 953.43K | 984.53K | 1.01M | 947.75K | 567.67K | 550.40K | 541.74K | 530.87K | 519.12K | 540.56K | 577.59K | 544.69K |
| Norges Bank Investment Management | 1.13M | — | 1.03M | — | 1.15M | — | 1.42M | — | 1.81M | — | 1.79M | — | — | — | 152.40K | — | — | — | — | — |
| Morgan Stanley | 1.09M | 1.06M | 924.38K | 841.00K | 871.61K | 683.10K | 746.16K | 587.49K | 680.76K | 715.98K | 691.33K | 654.08K | 638.58K | 642.38K | 1.09M | 1.21M | 1.34M | 1.00M | 152.26K | 310.14K |
| Manulife Financial | 1.07M | 1.13M | 1.10M | 1.29M | 1.47M | 1.10M | 1.08M | 1.07M | 1.09M | 1.15M | 1.10M | 1.04M | 468.44K | 468.29K | 395.12K | 395.88K | 399.55K | 316.97K | 339.36K | 420.46K |
| Wells Fargo & Co | 996.62K | 327.99K | 289.84K | 264.98K | 254.56K | 270.11K | 216.41K | 227.58K | 320.81K | 304.69K | 226.85K | 240.76K | 218.87K | 143.57K | 1.19M | 924.03K | 1.07M | 608.24K | 520.43K | 594.33K |
| Northern Trust Corp | 880.63K | 862.73K | 843.12K | 861.69K | 869.45K | 928.94K | 914.33K | 762.88K | 819.39K | 737.14K | 845.46K | 864.29K | 551.45K | 560.63K | 552.02K | 553.70K | 580.75K | 583.01K | 607.00K | 615.91K |
| UBS Group AG | 834.19K | 543.11K | 661.87K | 695.36K | 487.64K | 1.01M | 342.25K | 186.78K | 184.97K | 176.53K | 169.17K | 218.57K | 112.30K | 82.47K | 113.06K | 70.50K | 70.61K | 122.19K | 139.18K | 83.92K |
| BNY Mellon | 775.33K | 742.55K | 753.23K | 757.53K | 1.14M | 1.16M | 1.35M | 2.36M | 2.61M | 3.02M | 2.91M | 2.41M | 1.34M | 1.24M | 807.40K | 815.03K | 839.06K | 804.66K | 805.40K | 829.62K |
| Fidelity Management & Research (FMR) | 768.05K | 600.46K | 49.16K | 48.17K | 760.38K | 274.02K | 427.28K | 38.72K | 8.83K | 46.13K | 43.71K | 39.27K | 7.33K | 4.91K | 494.96K | 508.33K | 497.51K | 886.07K | 852.05K | 939.32K |
| Bank of America Corp | 737.11K | 697.57K | 758.63K | 709.63K | 645.37K | 698.97K | 400.72K | 593.27K | 631.58K | 727.20K | 1.32M | 376.66K | 255.60K | 385.14K | 197.61K | 220.30K | 213.39K | 247.27K | 194.55K | 183.64K |
| Capital World Investors | 590.61K | 574.50K | 574.50K | 574.50K | 574.50K | 574.50K | 574.50K | 574.50K | 574.50K | 574.50K | 574.50K | 574.50K | — | — | — | — | — | — | — | — |
| Legal & General Investment Management America | 501.83K | 351.38K | 330.89K | 363.89K | 364.57K | 312.51K | 297.65K | 322.83K | 346.21K | 245.04K | 406.54K | 452.00K | 404.22K | 357.45K | 308.88K | 332.35K | 352.65K | 349.56K | 414.26K | 350.61K |
| Bridgewater Associates | 351.97K | 330.46K | 284.25K | 461.09K | 436.64K | 133.11K | — | 32.85K | 129.36K | 30.97K | 109.29K | 141.74K | 85.31K | 94.15K | 90.83K | 121.44K | 125.22K | 113.49K | 86.68K | 91.92K |
| Principal Global Investors | 257.26K | 248.69K | 239.59K | 250.25K | 256.07K | 261.59K | 260.67K | 261.45K | 375.00K | 435.15K | 425.11K | 434.69K | 299.95K | 308.10K | 303.60K | 300.29K | 312.22K | 268.78K | 268.74K | 270.77K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details